Wealth Advisor: Build Bespoke Financial Plans

PNC; Charleston (SC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

Life insurance (employee & family)

Disability protection

401(k) with match

Stock purchase plan

Dependent care reimbursement

Educational assistance

Wellness program

Job summary

PNC Wealth Management seeks a Wealth Advisor in South Carolina to design investment and insurance strategies, build and manage a client book, and drive growth through referrals and strong client service.

The role emphasizes a client‑first approach, collaboration with internal partners, and adherence to applicable laws and guidelines in a fast-paced, in‑office environment in Charleston.

Qualifications

• Bachelor's degree or higher in a related field.
• 3+ years of relevant industry experience preferred.
• FINRA Series 7 and 66 or alternatives (63/65) required; Life/Health insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns client experience.
• Expands client relationships through business development and referrals to internal partners.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Wealth Advisor in South Carolina to design investment and insurance strategies, build and manage a client book, and drive growth through referrals and strong client service.

The role emphasizes a client‑first approach, collaboration with internal partners, and adherence to applicable laws and guidelines in a fast-paced, in‑office environment in Charleston.